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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Muni Bond Etf (IBMM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    1
Total shares held : 
 15,603,692  
% of shares held : 
 22.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -286,562  
% of shares held change : 
   -0.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 554,965
 3.56%
 
Increased Positions :
53
 1,285,822
 8.24%
 
Unchanged Positions :
27
 472,722
 3.03%
 
Decreased Positions :
60
-1,523,398
-9.76%
 
Closed Positions :
9
-603,951
-3.87%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1252 - 2023-12-31 1,667,410 $43,236,000 -56,048
   MORGAN STANLEY 2368 - 2023-12-31 1,033,078 $26,788,000 553,979
   MERCER GLOBAL ADVISORS INC /ADV 163 - 2023-12-31 981,957 $25,462,000 58,241
   ENVESTNET ASSET MANAGEMENT INC 1014 - 2023-12-31 808,642 $20,968,000 3,264
   US BANCORP 310 - 2023-12-31 697,746 $18,093,000 36,310
   Kathmere Capital Management LLC 15 - 2024-03-31 648,681 $16,833,000 55,952
   HIGHTOWER ADVISORS, LLC 528 - 2023-12-31 635,067 $16,465,000 58,216
   UBS Group AG 1272 - 2023-12-31 541,369 $14,038,000 19,316
   Goss Wealth Management LLC 169 - 2023-12-31 515,110 $13,358,000 -2,242
   WELLS FARGO & CO/MN 1313 - 2023-12-31 501,941 $13,015,000 -19,960
   LPL FINANCIAL CORP 1162 - 2023-12-31 442,427 $11,472,000 49,983
   COLONY GROUP LLC 149 - 2023-09-30 356,212 $9,151,000 -3,020,962
   Glenview Trust Co 104 - 2023-12-31 331,292 $8,590,000 1,311
   COLONY GROUP, LLC 178 *New 2023-12-31 298,082 $7,729,000 298,082
   COVINGTON INVESTMENT ADVISORS INC. 28 - 2023-12-31 279,827 $7,226,000 67,180
   STIFEL FINANCIAL CORP 917 - 2023-12-31 278,063 $7,210,000 -136,252
   BB&T CORP 745 - 2023-12-31 260,575 $6,757,000 -5,698
   REGIONS FINANCIAL CORP 205 - 2024-03-31 244,384 $6,342,000 3,551
   LEAVELL T & ASSOCIATES INC 74 - 2024-03-31 243,913 $6,330,000 -12,500
   COMMONWEALTH EQUITY SERVICES LLC. 981 - 2023-12-31 231,967 $6,015,000 -90,879
   Praetorian Wealth Management Inc. 19 - 2024-03-31 185,101 $4,803,000 -21,169
   Integrated Wealth Concepts LLC 239 - 2023-12-31 185,207 $4,802,000 5,938
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 67 - 2023-12-31 174,030 $4,513,000 5,171
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 567 - 2023-12-31 169,105 $4,385,000 -10,636
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1204 - 2024-03-31 167,843 $4,356,000 -6,852
   RAYMOND JAMES & ASSOCIATES 1703 - 2024-03-31 161,644 $4,195,000 -26,469
   Cyndeo Wealth Partners LLC 93 - 2024-03-31 150,220 $3,898,000 146
   NEWMAN DIGNAN & SHEERAR, INC. 22 - 2023-12-31 148,714 $3,856,000 27
   GOLDMAN SACHS GROUP INC/ 2764 - 2023-12-31 139,568 $3,619,000 -110,432
   New England Private Wealth Advisors LLC 38 *New 2023-12-31 139,547 $3,618,000 139,547
   Quantum Financial Advisors LLC 24 *New 2024-03-31 129,155 $3,352,000 129,155
   Paradiem LLC 53 - 2024-03-31 125,678 $3,261,000 0
   JANE STREET GROUP LLC 1898 - 2023-12-31 125,412 $3,252,000 -442,924
   SENTINEL PENSION ADVISORS INC 23 - 2023-12-31 120,313 $3,120,000 -1,536
   Stratos Wealth Partners LTD. 328 - 2024-03-31 118,924 $3,086,000 13,221
   GUARANTY TRUST CO OF MISSOURI /MO/ 189 - 2024-03-31 113,161 $2,937,000 22,582
   Sound View Wealth Advisors Group LLC 74 - 2023-12-31 113,139 $2,934,000 65,899
   SONATA CAPITAL GROUP INC 18 - 2023-12-31 107,130 $2,778,000 -700
   BENJAMIN F. EDWARDS & COMPANY INC. 278 - 2023-12-31 106,807 $2,770,000 -20,002
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1074 - 2024-03-31 105,995 $2,751,000 73,742
   Stonebridge Capital Advisors LLC 78 - 2023-12-31 102,449 $2,657,000 -16,829
   Lido Advisors LLC 338 - 2023-12-31 98,447 $2,553,000 43,080
   LBMC INVESTMENT ADVISORS, LLC 41 - 2024-03-31 97,824 $2,539,000 13,740
   Beacon Pointe Advisors LLC 432 - 2023-12-31 91,910 $2,383,000 -10,636
   ROYAL BANK OF CANADA 2436 - 2023-12-31 91,622 $2,376,000 -31,573
   MARINER WEALTH ADVISORS, LLC 998 - 2023-12-31 88,155 $2,286,000 14,938
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 399 - 2023-12-31 84,695 $2,196,000 -37,814
   AMERIPRISE FINANCIAL INC 2751 - 2023-12-31 84,575 $2,193,000 12,373
   CAPTRUST FINANCIAL ADVISORS 880 - 2023-12-31 81,392 $2,111,000 -3,137
   Advisor Group Holdings Inc. 1940 - 2023-12-31 69,632 $1,806,000 -33,952
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 24 - 2023-12-31 67,391 $1,747,000 -41,221
   Atwater Malick LLC 30 - 2024-03-31 64,418 $1,672,000 3,928
   PHILLIPS FINANCIAL MANAGEMENT LLC 89 - 2024-03-31 64,008 $1,661,000 -7,369
   CREATIVE PLANNING 1027 - 2023-12-31 59,099 $1,532,000 -10,672
   BFT FINANCIAL GROUP LLC 94 - 2023-06-30 54,574 $1,406,000 1,002
   CFS Investment Advisory Services LLC 63 - 2023-12-31 52,707 $1,367,000 -2,111
   IFP Advisors Inc 317 - 2023-12-31 52,484 $1,361,000 6,343
   Signature Wealth Management Group 55 - 2024-03-31 52,055 $1,351,000 1,266
   Paradigm Strategies in Wealth Management LLC - 2023-12-31 50,606 $1,312,000 -12,895
   SANDY SPRING BANK - 2023-12-31 45,494 $1,180,000 -3,161
   WOODMONT INVESTMENT COUNSEL LLC 127 - 2024-03-31 45,350 $1,177,000 -1,050
   HILLSTRUST 114 - 2023-12-31 44,018 $1,141,000 5,154
   Capital Investment Advisors LLC 270 - 2024-03-31 43,446 $1,127,000 1,149
   Leo Wealth LLC 133 - 2023-12-31 43,083 $1,117,000 0
   AMG NATIONAL TRUST BANK 266 - 2023-12-31 42,050 $1,090,000 0
   VALMARK ADVISERS INC 234 - 2023-12-31 41,749 $1,083,000 2,753
   SAVANT CAPITAL MANAGEMENT INC 410 - 2023-12-31 39,339 $1,020,000 -327
   ROOF EIDAM & MAYCOCK/ADV 51 - 2023-12-31 37,098 $962,000 48
   Eldridge Investment Advisors Inc. 80 - 2023-12-31 36,935 $958,000 17,000
   KESTRA PRIVATE WEALTH SERVICES LLC 537 *New 2023-12-31 36,873 $956,000 36,873
   Royal Harbor Partners LLC 28 - 2023-12-31 35,809 $929,000 -902
   Blue Square Asset Management LLC 51 - 2023-12-31 35,264 $914,000 668
   CONFLUENCE INVESTMENT MANAGEMENT LLC 196 - 2024-03-31 35,005 $908,000 -232,136
   Foundry Financial Group Inc. - 2023-12-31 33,975 $881,000 0
   Sargent Bickham Lagudis LLC 136 *New 2022-12-31 34,170 $880,000 34,170
   Garden State Investment Advisory Services LLC 66 - 2023-12-31 31,807 $825,000 -4,991
   AE Wealth Management LLC 1243 - 2023-12-31 29,756 $771,000 19,254
   ADVISORY SERVICES NETWORK, LLC 733 - 2023-12-31 29,461 $764,000 32
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 28,370 $736,000 4,170
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 28 - 2022-12-31 28,286 $728,000 0
   REFRAME WEALTH LLC 28 - 2022-12-31 28,286 $728,000 0
   4J Wealth Management LLC 33 - 2024-03-31 27,794 $721,000 -8,175
   SEGMENT WEALTH MANAGEMENT, LLC 167 - 2024-03-31 27,550 $715,000 0
   Brandywine Oak Private Wealth LLC 116 - 2023-12-31 27,518 $714,000 -6,353
   Granite Harbor Advisors Inc. 39 - 2023-12-31 26,484 $687,000 0
   CWM LLC 1002 - 2024-03-31 26,198 $680,000 3,681
   Apollon Wealth Management LLC 573 - 2023-12-31 26,100 $677,000 -3,345
   CI Private Wealth LLC 1454 - 2023-12-31 25,375 $658,000 -2,552
   SIGMA INVESTMENT COUNSELORS INC 115 - 2024-03-31 24,805 $644,000 -2,350
   IHT Wealth Management LLC 526 - 2023-12-31 24,003 $622,000 141
   Virginia National Bank 15 - 2023-09-30 23,817 $612,000 0
   DEUTSCHE BANK AG 2236 - 2023-12-31 21,940 $569,000 1,390
   Lantz Financial LLC 114 - 2024-03-31 21,447 $557,000 3,089
   Peloton Wealth Strategists 70 - 2023-12-31 19,700 $511,000 -3,000
   Evergreen Wealth Solutions LLC 61 - 2023-12-31 19,298 $500,000 843
   PFG Private Wealth Management LLC 21 - 2024-03-31 19,037 $494,000 -6,410
   Curbstone Financial Management Corp 169 - 2024-03-31 18,600 $483,000 0
   Archford Capital Strategies LLC 180 - 2024-03-31 18,375 $477,000 776
   Princeton Global Asset Management LLC - 2023-12-31 17,904 $464,000 3,085
   Waterford Advisors LLC 31 - 2023-12-31 17,779 $461,000 17,779
  100 Records found
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